Great Waters Wealth Management Schwab Short Term Us Treasury Transaction History

Great Waters Wealth Management

$779 Billion
Q4 2024

A detailed history of Great Waters Wealth Management transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Great Waters Wealth Management holds 54,985 shares of SCHO stock, worth $1.34 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

54,985

Previous 28,723 91.43%

Holding current value

$1.34 Million

Previous $1.41 Billion 5.96%

% of portfolio

0.17%

Previous 0.19%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$24.06 - $48.88 $631,863 - $1.28 Million	26,262 Added 91.43%	54,985 $1.32 Billion
Q3 2024 Oct 04, 2024	SELL	$47.93 - $49.06 $23,150 - $23,695	-483 Reduced 1.65%	28,723 $1.41 Billion
Q2 2024 Jul 08, 2024	SELL	$47.75 - $48.13 $98,842 - $99,629	-2,070 Reduced 6.62%	29,206 $1.41 Billion
Q1 2024 Apr 08, 2024	SELL	$48.05 - $48.63 $29,646 - $30,004	-617 Reduced 1.93%	31,276 $1.51 Billion
Q4 2023 Jan 19, 2024	SELL	$47.66 - $48.45 $275,665 - $280,234	-5,784 Reduced 15.35%	31,893 $1.54 Billion
Q3 2023 Oct 11, 2023	SELL	$47.78 - $48.2 $46,155 - $46,561	-966 Reduced 2.5%	37,677 $1.8 Billion
Q2 2023 Jul 07, 2023	SELL	$48.06 - $48.89 $115,824 - $117,824	-2,410 Reduced 5.87%	38,643 $1.86 Billion
Q1 2023 Apr 25, 2023	SELL	$47.8 - $49.0 $120,121 - $123,137	-2,513 Reduced 5.77%	41,053 $2 Billion
Q4 2022 Feb 03, 2023	BUY	$47.89 - $48.47 $2.09 Million - $2.11 Million	43,566 New	43,566 $2.12 Billion

Others Institutions Holding SCHO

# of Institutions

663

Shares Held

344M

Call Options Held

56.5K

Put Options Held

44.6K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
Sector ETFs
Industry ETFs

More about SCHO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Waters Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Great Waters Wealth Management with notifications on news.

Account

Great Waters Wealth Management Schwab Short Term Us Treasury Transaction History